“David has been my financial advisor for thirty-one years and has become a close friend. Thanks to his great advice we are living a comfortable life, travel whenever and wherever we like and have been debt free for most of those years. We look forward to working together for many more years.“
– Ron | Kansas City, MO
“Your commitment to trustworthiness and integrity has given me confidence in our partnership knowing that you act in my best interest with complete transparency. Additionally, your personalized approach has made all the difference—taking the time to understand my unique goals and tailoring strategies to fit my needs has helped me feel secure and empowered in my financial journey.”
– Robbie | Union Grove, NC
“As Powell Wealth clients for many years, we’ve benefited from important investment growth. We are most appreciative of Powell’s calm and steady guidance during market downturns and volatility.”
– Jeff | Davidson, NC
“I have known David since my husband, Peter and I moved to Charlotte nearly 30 years ago, and we became neighbors and friends. David has always looked out for my best interests, and I trust him implicitly with all my investment decisions. I consider David a true, true friend.”
– Helen | Boca Raton, FL
“For over 20 years, Powell Wealth has provided us with invaluable financial planning and investment-related advice. Promptness, service, and commitment to us as customers makes them stand out in today’s financial service providers.”
– William and Joan | King of Prussia, PA
“Powell Wealth has been exceptional in helping our family plan for the long term, from managing our 401(k) to setting up estate plans that protect our legacy. Their honesty and commitment make me feel confident that our financial future is in good hands.”
– Mike | Cornelius, NC
